Tax Strategies

Filing your taxes is more than having the necessary paperwork. There are a ton of tax credits that you may qualify for, have you checked them out? What about charitable contributions whether in kind or monetary? Do you have retirement contributions to consider or converting a traditional IRA to a Roth IRA? Does your company have flexible spending accounts? Health saving plan account? Home office? College Saving Plan?

What is the difference between standard deductions and itemized deductions? It is not just about finding a good financial advisor or tax preparer …. Educate yourself and get the maximum benefit from your tax return.

PLEASE NOTE: THIS EVENT IS ON ZOOM. LINK IS IN CONFIRMATION EMAIL.

Presented by Michael Reyes CRPC and Catherine Portner

Catherine “Cat” Portner is on a mission to ensure that women and girls invest in themselves, their futures and communities. She transforms financial fears into hope and ultimately, joy by delivering holistic strategies with sincere personal attention. She previously owned Portner Brewhouse, a brewery restaurant, inspired by her great-great grandfather’s pre-Prohibition brewery, both located in Alexandria, VA. In 2016, the Alexandria Chamber of Commerce named Catherine a 40 Under 40 business leader. She holds a MBA from Babson College in Wellesley, MA and B.S. in Biology from Boston College. Catherine strives to make time for practicing tai chi, travel and spending time with her 18 month old daughter, Josephine, and fantastic partner, Keiron in Reston, VA.

Michael measures success by the relationships he has with clients and the outcomes they enjoy. His mission is to put their wealth to work, minds at ease and goals within reach. He is celebrating 25 years in financial services. Michael was born in Washington DC and grew up in the Northern Virginia area. He is a former resident and owner in Colonial Village in Arlington. He attended and graduated from Bishop Ireton high school and George Washington University. Michael currently lives in Kingstowne area with his wife and two kids.